Overview
- TickerNUW on NYSE2
- HeadquartersChicago, United States2
- Incorporated inMA3
- Business address333 West Wacker Drive, Chicago, Il 606063
- Legal formFund2
- Kind of organizationFund2
- LEI5493002K5IM2S29FUR042
- StatusActive2
- LEI statusIssued and current2
- Registered addressC/O C T CORPORATION SYSTEM, 02110 Boston, United States2
- Registered withSecurities and Exchange Commission, 00014504452
Corporate structure
Nuveen AMT-Free Municipal Value Fund sits at the top of its group. 1 entity, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.
Major holders of Nuveen AMT-Free Municipal Value Fund
- 1607 Capital Partners, LLC Filed SCHEDULE 13G/A on Nuveen AMT-Free Municipal Value Fund, latest Aug 14, 2026 (6 filings since Feb 14, 2022)
- Tortoise Investment Management, LLC Filed SCHEDULE 13G/A on Nuveen AMT-Free Municipal Value Fund, latest Jan 15, 2025 (3 filings since Nov 7, 2024)
- Karpus Management, Inc. Filed SC 13G/A on Nuveen AMT-Free Municipal Value Fund, latest Oct 7, 2024 (3 filings since Feb 14, 2023)
- FIRST TRUST PORTFOLIOS LP Filed SC 13G/A on Nuveen AMT-Free Municipal Value Fund, latest Feb 8, 2023 (2 filings since Jan 21, 2022)
- Nuveen AMT-Free Municipal Value Fund Chicago, Illinois, United States
Built from parent and subsidiary links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); major holders from Schedules 13D and 13G. Each entity in the chart links to its source.
Leadership
Who has led Nuveen AMT-Free Municipal Value Fund, and when. Pick a name to see everywhere that person has worked.
President
- PresidentMark Anson Feb 24, 2009 to Feb 24, 20094
Board members and other officers (45)
- SMD, Head of Muni Bond ResearcMargot Kleinman Mar 11, 2026 to now5
- MD, Fund Finance & TreasuryRobert Tanner Page Oct 29, 2025 to now6
- Vice PresidentJames N. Nelson Iii. Mar 8, 2024 to Mar 8, 20247
- Vice PresidentMary Beth Ramsay Mar 11, 2024 to Mar 11, 20248
- VP and ControllerMarc Cardella Dec 2, 2024 to Dec 2, 20249
- Vice PresidentJohn M. McCann Apr 21, 2022 to Apr 21, 202210
- Chief Compliance OfficerBrett Black Jun 6, 2022 to Jun 6, 202211
- Vice PresidentTrey Stenersen Iii. Aug 15, 2022 to Aug 15, 202212
- Vice PresidentDeann Morgan Mar 6, 2020 to Mar 6, 202013
- Vice PresidentE. Scott Wickerham Apr 18, 2019 to Apr 18, 201914
- Vice PresidentBrian J. Lockhart Aug 16, 2019 to Aug 16, 201915
- Vice PresidentJacques M. Longerstaey Aug 16, 2019 to Aug 16, 201916
- Vice PresidentJon Scott Meissner Oct 17, 2019 to Oct 17, 201917
- Vice PesidentWilliam T. Meyers Feb 28, 2018 to Feb 28, 201818
- OfficerMichael A. Perry Aug 10, 2017 to Aug 10, 201719
- Vice PresidentWilliam A. Siffermann Aug 10, 2017 to Aug 10, 201720
- Vice President and TreasurerNathaniel T. Jones Jun 24, 2016 to Jun 24, 201621
- Vice President and TreasurerSherri A. Hlavacek Aug 14, 2015 to Aug 14, 201522
- Vice PresidentJoel T. Slager Jul 26, 2013 to Jul 26, 201323
- Vice PresidentKathleen L. Prudhomme Jan 12, 2011 to Jan 12, 201124
- Vice PresidentMichelle Ann McCarthy Aug 5, 2010 to Aug 5, 201025
- Vice PresidentCedric H. Antosiewicz Feb 24, 2009 to Feb 24, 200926
- Vice PresidentChristopher M. Rohrbacher Feb 24, 2009 to Oct 11, 201627
- Vice PresidentDavid J. Lamb Feb 24, 2009 to Mar 4, 201528
- Vice PresidentDemark L. Winget Feb 24, 2009 to Feb 28, 201829
- Chief Administrative OfficerGifford R. Zimmerman Feb 24, 2009 to Feb 24, 200930
- Vice PresidentJames Ruane Feb 24, 2009 to Feb 24, 200931
- Vice President & Asst SecrLarry W. Martin Feb 24, 2009 to Feb 24, 200932
- Vice PresidentLorna C. Ferjuson Feb 24, 2009 to Feb 24, 200933
- Vice President & Asst. Secr.Michael T. Atkinson Feb 24, 2009 to Feb 24, 200934
- Vice President & Asst. Secr.Paul L. Brennan Feb 24, 2009 to Feb 24, 200935
- Portfolio ManagerScott R. Romans Feb 24, 2009 to Feb 24, 200936
- Vice President & ControllerStephen D. Foy Feb 24, 2009 to Feb 24, 200937
- Vice President & Port. Mgr.Thomas C. Spalding Jr. Feb 24, 2009 to Feb 24, 200938
- Vice PresidentTina M. Lazar Feb 24, 2009 to Feb 24, 200939
- Chief Compliance OfficerWalter M. Kelly Feb 24, 2009 to Feb 24, 200940
- TrusteeWilliam Curt Hunter Feb 24, 2009 to Feb 24, 200941
- Vice PresidentGregory T. Mino Apr 3, 2009 to Apr 3, 200942
- Vice PresidentMargo L. Cook Apr 3, 2009 to Apr 3, 200943
- Vice PresidentNizida Arriaga Apr 3, 2009 to Apr 3, 200944
- Vice PresidentWilliam T. Huffman Jr. Apr 3, 2009 to Apr 3, 200945
- Vice President & TreasurerScott S. Grace Nov 27, 2009 to Nov 27, 200946
- Board memberCarole E. Stone Feb 24, 2009 to Feb 24, 200947
- Board memberTerence J. Toth Feb 24, 2009 to Feb 24, 200948
- Board memberWilliam Curt Hunter Feb 24, 2009 to Feb 24, 200941
Subsidiaries and ownership
Fund manager
Ownership links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); each one cites its LEI record.
Former names
- Nuveen Municipal Value Fund 2Nov 21, 2008 to Sep 28, 20123
Timeline
Filings
79 filings to the SEC since October 2021: 4 major events, 15 insider forms, 14 large holders, 46 other. The latest 20:
- Sep 25, 2026NPORT-P EDGAR
- Aug 31, 20263 EDGAR
- Aug 17, 2026N-PX EDGAR
- Aug 14, 2026SCHEDULE 13G/A EDGAR
- Jul 2, 2026N-CSRS NUVEEN AMT-FREE MUNICIPAL VALUE FUND EDGAR
- Jul 2, 2026DEF 14A NUVEEN AMT-FREE MUNICIPAL VALUE FUND EDGAR
- Jun 24, 2026NPORT-P EDGAR
- Mar 25, 2026NPORT-P EDGAR
- Mar 11, 20263 EDGAR
- Feb 27, 20268-K CURRENT REPORT EDGAR
- Feb 20, 20263 EDGAR
- Jan 14, 2026N-CEN EDGAR
- Jan 7, 2026N-CSR NUVEEN AMT-FREE MUNICIPAL VALUE FUND EDGAR
- Dec 30, 2025NPORT-P EDGAR
- Oct 29, 20253 EDGAR
- Sep 26, 2025NPORT-P EDGAR
- Aug 22, 2025N-PX EDGAR
- Jul 7, 2025N-CSRS NUVEEN AMT-FREE MUNICIPAL VALUE FUND EDGAR
- Jun 30, 2025DEF 14A NUVEEN AMT-FREE MUNICIPAL VALUE FUND EDGAR
- Jun 26, 2025NPORT-P EDGAR
The 79 filings since October 2021 can be filtered by form type and year here when JavaScript is on.
Every filing from the last five years, summarized. The full record is on SEC EDGAR.
Major holders
Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.
- 1607 Capital Partners, LLCSCHEDULE 13G/A, 6 filings Feb 14, 2022 to Aug 14, 202653
- Tortoise Investment Management, LLCSCHEDULE 13G/A, 3 filings Nov 7, 2024 to Jan 15, 202554
- Karpus Management, Inc.SC 13G/A, 3 filings Feb 14, 2023 to Oct 7, 202455
- FIRST TRUST PORTFOLIOS LPSC 13G/A, 2 filings Jan 21, 2022 to Feb 8, 202356
Held by these funds
The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 69. Change is in shares since the quarter before.
13F reports cover disclosed long positions in U.S. stocks only.
SEC filer profile
How Nuveen AMT-Free Municipal Value Fund is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.
- Name on EDGARNuveen AMT-Free Municipal Value Fund1
- CIK0001450445
- Incorporated inMassachusetts1
- Fiscal year endsOctober 311
- Business address333 West Wacker Drive, Chicago, IL 606061
- Phone312-917-81461
- On EDGAR sinceNov 21, 20081
- Filings394 in all: 3 (84), NPORT-P (28), N-Q (20), 40-17G (19), N-CSRS (18), N-PX (18), CORRESP (17), DEF 14A (17)1
All 44 form types
N-CSR (17), 425 (16), SC 13G/A (14), 40-17G/A (9), 497 (9), NSAR-A (9), NSAR-B (9), N-2/A (8), N-CEN (8), 40-APP/A (6), 486BPOS (6), DEFA14A (6), EFFECT (6), 8-K (5), SC 13G (5), 4 (4), 497J (4), N-2 (4), SCHEDULE 13G/A (4), 40-APP (3), PRE 14A (3), AW (2), POS 8C (2), POS EX (2), 144 (1), 424B3 (1), 8-A12B (1), AW WD (1), N-14 8C (1), N-14 8C/A (1), N-8A (1), N-CEN/A (1), N-CSR/A (1), NPORT-EX (1), SCHEDULE 13G (1), UPLOAD (1)
- Latest filingsProxy statement (DEF 14A) Jul 2, 2026
Latest 8-K (8-K) Feb 27, 2026
Sources
The numbers on this page point here. Each one links to the record it came from.
- 1
- 2
- 3
- 4SEC EDGARMark Anson, President
- 5
- 6
- 7SEC EDGARJames N. Nelson Iii., Vice President
- 8SEC EDGARMary Beth Ramsay, Vice President
- 9SEC EDGARMarc Cardella, VP and Controller
- 10SEC EDGARJohn M. McCann, Vice President
- 11
- 12SEC EDGARTrey Stenersen Iii., Vice President
- 13SEC EDGARDeann Morgan, Vice President
- 14SEC EDGARE. Scott Wickerham, Vice President
- 15SEC EDGARBrian J. Lockhart, Vice President
- 16
- 17SEC EDGARJon Scott Meissner, Vice President
- 18SEC EDGARWilliam T. Meyers, Vice Pesident
- 19SEC EDGARMichael A. Perry, Officer
- 20
- 21
- 22
- 23SEC EDGARJoel T. Slager, Vice President
- 24
- 25
- 26
- 27
- 28SEC EDGARDavid J. Lamb, Vice President
- 29SEC EDGARDemark L. Winget, Vice President
- 30
- 31SEC EDGARJames Ruane, Vice President
- 32
- 33SEC EDGARLorna C. Ferjuson, Vice President
- 34
- 35
- 36SEC EDGARScott R. Romans, Portfolio Manager
- 37
- 38
- 39SEC EDGARTina M. Lazar, Vice President
- 40
- 41SEC EDGARWilliam Curt Hunter, Trustee
- 42SEC EDGARGregory T. Mino, Vice President
- 43SEC EDGARMargo L. Cook, Vice President
- 44SEC EDGARNizida Arriaga, Vice President
- 45
- 46
- 47SEC EDGARCarole E. Stone, Board member
- 48SEC EDGARTerence J. Toth, Board member
- 49SEC EDGAROther events
- 50SEC EDGARRegulation FD disclosure
- 51SEC EDGARExecutive or director change
- 52SEC EDGARRegulation FD disclosure
- 53
- 54
- 55
- 56